H
CRD: 323344
Heritage Asset Management, LLC
Belton, MO, 64012
8163482060
$155.0M Total AUM
$155.0M Disc. AUM
-- 3Y CAGR
2 Employees
754 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-07-2022
- Office Locations
- 1
Office Locations
7926 E 171st Street Belton MO
About Heritage Asset Management, LLC
Heritage Asset Management, LLC is a Belton-based RIA. The firm has been operating for 3 years. Managing $155.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$77.5M AVG AUM / ADVISOR
$205.6K AVG AUM / CLIENT
3.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
See the complete signal summary connected to vital summit.
Premium access reveals conviction themes in ridge horizon focus.
Upgrade to reveal position-level detail across insight ridge.
See the complete signal summary connected to catalyst ember.
Unlock to compare peer behavior around delta oak.
Unlock to compare peer behavior around radial focus.
Request access to benchmark trends tied to vector.
Premium access reveals conviction themes in legacy insight.
Asset Classes
Glacier Frontier ridge
Client Personas
Insight
Investment Themes
Crest vertex Bridge glacier Momentum
Investment Vehicles
Horizon
Services
Zenith Fusion Alpha Insight Matrix beacon Optima meridian
Owner & Executives
D
DAVID WAYNE THOMPSON
Chief Compliance Officer, Managing Member
- CRD
- #4440375
- Ownership
- 75% or more
(836) 328-9933
vital.north@alphacapital.com
in linkedin.com/in/meridian-matrix
Showing 1 of 1 owners & executives
Unlock allContacts
D
DUSTIN ANDREW JOHNSON
Investment Advisor
- CRD
- #5523584
(911) 694-1401
fusion.wave@capitalcapital.com
in linkedin.com/in/zenith-capital
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $155,000,000 | $119,876 |
| Non-Discretionary | $0 | -- |
| Total | $155,000,000 | $119,876 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $155,000,000
Public Funds:
20.5% Equity - Exchange:
41.4% Cash:
26.3% Equity - OTC:
11.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,640,414,783 | 20.5% |
| Equity - Exchange | $3,312,837,659 | 41.4% |
| Cash | $2,104,532,136 | 26.3% |
| Equity - OTC | $944,238,754 | 11.8% |
| Total | $8,002,023,332 | 100.0% |